Loading…
CIK 0002024251 • 7 13F filings • May 29, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("parkshore-wealth-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $342K | 0.1%Prev: 0.1% | 1,091 SH | Increased+1 SH |
| AMAZON COM INC | COM | $4.3M | 1.6%Prev: 1.7% | 18,607 SH | Increased+140 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $3.0M | 1.1%Prev: 1.2% | 51,403 SH | Increased-82 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $204K | 0.1% | 2,476 SH | New |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $8.3M | 3.1%Prev: 2.8% | 88,031 SH | Increased+10,752 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $1.2M | 0.4%Prev: 0.7% | 27,220 SH | Decreased-11,363 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.7M | 3.6%Prev: 3.9% | 86,498 SH | Increased-1,027 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.8M | 0.7%Prev: 0.7% | 23,764 SH | Increased+89 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $18.6M | 7.0%Prev: 7.2% | 182,721 SH | Increased+6,010 SH |
| AMERICAN EXPRESS CO | COM | $3.5M | 1.3%Prev: 1.3% | 9,558 SH | Increased+17 SH |
| AMERIPRISE FINL INC | COM | $793K | 0.3%Prev: 0.3% | 1,616 SH | Increased+6 SH |
| APPLE INC | COM | $10.4M | 3.9%Prev: 4.0% | 38,437 SH | Increased+130 SH |
| BANK AMERICA CORP | COM | $747K | 0.3%Prev: 0.3% | 13,578 SH | Increased+66 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.4%Prev: 0.5% | 2,268 SH | Increased+39 SH |
| CADIZ INC | COM NEW | $1.4M | 0.5%Prev: 0.5% | 255,618 SH | Increased |
| CHEVRON CORP NEW | COM | $413K | 0.2%Prev: 0.2% | 2,710 SH | Decreased-77 SH |
| CSX CORP | COM | $212K | 0.1%Prev: 0.1% | 5,858 SH | Increased+20 SH |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $961K | 0.4%Prev: 0.4% | 19,187 SH | Increased+1,483 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $24.1M | 9.1%Prev: 8.1% | 566,442 SH | Increased+100,635 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.1M | 0.4%Prev: 0.2% | 33,055 SH | Increased+15,070 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $6.5M | 2.4%Prev: 2.3% | 198,771 SH | Increased+22,531 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $7.6M | 2.9%Prev: 4.3% | 288,934 SH | Decreased-98,307 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $9.2M | 3.4%Prev: 3.5% | 176,848 SH | Increased+17,096 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $14.1M | 5.3%Prev: 4.5% | 370,585 SH | Increased+68,729 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.7M | 0.6%Prev: 0.6% | 49,150 SH | Increased+4,930 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $710K | 0.3%Prev: 0.3% | 18,677 SH | Increased-175 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $11.1M | 4.2%Prev: 3.9% | 230,945 SH | Increased+34,828 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.1M | 0.8%Prev: 0.8% | 44,731 SH | Increased-730 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $77.3M | 29.0%Prev: 28.8% | 1,953,753 SH | Increased+121,554 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $10.3M | 3.9%Prev: 3.6% | 270,975 SH | Increased+38,228 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $597K | 0.2%Prev: 0.2% | 17,438 SH | Increased+1,067 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.6M | 2.5%Prev: 2.7% | 111,473 SH | Increased-1,169 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $2.7M | 1.0%Prev: 0.9% | 36,234 SH | Increased+5,122 SH |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | $810K | 0.3%Prev: 0.3% | 17,776 SH | Decreased-446 SH |
| EXXON MOBIL CORP | COM | $245K | 0.1%Prev: 0.1% | 2,033 SH | Increased+11 SH |
| GE AEROSPACE | COM NEW | $361K | 0.1%Prev: 0.1% | 1,173 SH | Increased+12 SH |
| GE VERNOVA INC | COM | $221K | 0.1%Prev: 0.1% | 338 SH | Increased-5 SH |
| INTEL CORP | COM | $398K | 0.1%Prev: 0.2% | 10,776 SH | Increased-397 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $270K | 0.1%Prev: 0.1% | 910 SH | Increased+4 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $272K | 0.1%Prev: 0.1% | 11,239 SH | Increased+69 SH |
| INVESCO QQQ TR | UNIT SER 1 | $903K | 0.3%Prev: 0.4% | 1,470 SH | Increased+2 SH |
| ISHARES TR | CORE US AGGBD ET | $321K | 0.1%Prev: 0.1% | 3,218 SH | Increased+22 SH |
| ISHARES TR | ESG OPTIMIZED | $237K | 0.1%Prev: 0.1% | 1,701 SH | Increased+4 SH |
| ISHARES TR | RUS 1000 GRW ETF | $796K | 0.3%Prev: 0.3% | 1,683 SH | Increased+2 SH |
| ISHARES TR | RUS 1000 VAL ETF | $585K | 0.2%Prev: 0.2% | 2,782 SH | Increased+13 SH |
| ISHARES TR | RUS 2000 GRW ETF | $547K | 0.2%Prev: 0.2% | 1,694 SH | Increased+4 SH |
| ISHARES TR | RUS MD CP GR ETF | $408K | 0.2%Prev: 0.2% | 2,980 SH | Decreased+4 SH |
| ISHARES TR | RUS MDCP VAL ETF | $802K | 0.3%Prev: 0.3% | 5,689 SH | Increased+24 SH |
| ISHARES TR | S&P MC 400GR ETF | $212K | 0.1%Prev: 0.1% | 2,188 SH | Increased+4 SH |
| ISHARES TR | U.S. TECH ETF | $240K | 0.1%Prev: 0.1% | 1,204 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $376K | 0.1%Prev: 0.1% | 1,167 SH | Increased+76 SH |
| LOCKHEED MARTIN CORP | COM | $2.1M | 0.8%Prev: 0.8% | 4,382 SH | Increased+419 SH |
| MARATHON PETE CORP | COM | $490K | 0.2%Prev: 0.2% | 3,016 SH | Decreased+16 SH |
| MICROSOFT CORP | COM | $795K | 0.3%Prev: 0.3% | 1,644 SH | Decreased+7 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.8M | 0.7%Prev: 0.9% | 4,600 SH | Decreased |
| NETFLIX INC | COM | $293K | 0.1%Prev: 0.2% | 3,120 SH | Decreased+2,810 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.4%Prev: 0.6% | 6,147 SH | Decreased-1,154 SH |
| PROCTER AND GAMBLE CO | COM | $1.5M | 0.5%Prev: 0.6% | 10,190 SH | Decreased+52 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $275K | 0.1%Prev: 0.1% | 8,399 SH | Increased+204 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $318K | 0.1%Prev: 0.1% | 13,221 SH | Increased+367 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $218K | 0.1%Prev: 0.1% | 4,784 SH | Increased+161 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $227K | 0.1%Prev: 0.1% | 9,706 SH | Decreased-308 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $579K | 0.2%Prev: 0.2% | 19,252 SH | Increased+82 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $294K | 0.1%Prev: 0.1% | 10,311 SH | Increased+45 SH |
| SPDR GOLD TR | GOLD SHS | $320K | 0.1%Prev: 0.1% | 807 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $563K | 0.2%Prev: 0.2% | 825 SH | Increased |
| TESLA INC | COM | $3.8M | 1.4%Prev: 1.5% | 8,559 SH | Increased+48 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $411K | 0.2%Prev: 0.1% | 5,549 SH | Increased+940 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $420K | 0.2%Prev: 0.2% | 669 SH | Increased+2 SH |
| 13F-HR |
| 0001172661-25-004783 |
| $245.4M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003140 | $348.2M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002572 | $204.6M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001776 | $299.1M | View |
| May 29, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002430 | $172.0M | View |